KHICHA FAMILY CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KHICHA FAMILY CHARITABLE TRUST (EIN 48-6335668)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-15
- IRS object ID
- 201631069349100028
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-15T14:02:42-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY STE 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672066601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 486335668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KHICHA FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BANK OF AMERICA | InCareOfNm |
| Business Name Control | KHIC | BusinessNameControlTxt |
| Phone | 3166340504 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8908 CRESTWOOD CT | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GYANCHAND KHICHA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3166340504 | PhoneNum |
| Signature | 2016-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL K CADDELL | PreparerPersonNm |
| PTIN | P00051392 | PTIN |
| Phone | 3166340504 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $244,539 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,177 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,667 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,667 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,869 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,213 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,107 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,778 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $122 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,007 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,007 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,862 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,776 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $126,580 | CorporateStockBOYAmt |
| Corporate Stock EOY | $153,649 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $156,272 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,157 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $37,983 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $38,956 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $30,188 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,535 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $242,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $246,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $244,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $252,220 | CapitalStockBOYAmt |
| Capital Stock EOY | $252,220 | CapitalStockEOYAmt |
| Retained Earning BOY | -$9,395 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$6,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $242,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $246,081 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $242,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $246,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $242,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,256 | ExcessRevenueOverExpensesAmt |
| Subtotal | $246,081 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $246,081 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $25,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,333 | CostOrOtherBasisAmt |
| Gain Or Loss | $16,667 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16,667 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,667 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $180,545 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04431 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $167,723 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048747 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,206 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $165,774 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049501 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $164,898 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047193 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,958 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $154,932 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04491 | DistributionYr5Rt |
| Total Distribution | 0.234661 | TotalDistributionRt |
| Average Distribution | 0.046932 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $229,745 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,782 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $169 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,951 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $169 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $169 | SubtotalAmt |
| Tax Based On Investment Income | $169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,431 | OverpaymentAmt |
| Applied To ES Tax | $1,431 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142098588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830259 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752831041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GYANCHAND J KHICHA | ||||||||
| 8908 CRESTWOOD CT | WICHITA | KS | 67206 | TRUSTEE | 0 | $0 | $0 | $0 |
| MANORAMA G KHICHA | ||||||||
| 8908 CRESTWOOD CT | WICHITA | KS | 67206 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $193,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $233,244 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $233,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $229,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $169 | TotalTaxAmt |
| Distributable Before Adj | $11,318 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,318 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $12,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $169 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,331 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,467 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,467 | AppliedToYear1Amt |
| Applied To Current Year | $6,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $5,285 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GYANCHAND J KHICHA | ContributingManagerNm |
| Contributing Manager | MANORAMA G KHICHA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GYANCHAND J KHICHA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8908 CRESTWOOD CT | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3166340504 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM OR MATERIALS ARE REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOTANICA INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 AMIDON ST | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $12,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,869 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD-TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,213 | Amt |
| Net Investment Income | $1,107 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLUMBIA INCOME OPP FUND | $8,245 | $7,897 |
| COLUMBIA INTERMEDIATE BOND FND | $29,738 | $31,059 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLUMBIA SMALL CAP INDEX FUND | $17,591 | $19,759 |
| COLUMBIA MID CAP INDEX FUND | $16,245 | $22,355 |
| COLUMBIA DIVIDEND INCOME FUND | $13,608 | $20,514 |
| ASTON MONTAG & CALDWELL GROWTH | $23,835 | $17,732 |
| COLUMBIA EMERGING MKTS FUND | $10,527 | $9,427 |
| JP MORGAN INTL VALUE FUND | $12,630 | $10,670 |
| VANGUARD FTSE EMERGING MKTS | $11,110 | $8,341 |
| INVESCO INTL GROWTH FUND | $13,074 | $11,622 |
| ISHARES CORE S&P 500 ETF | $35,029 | $35,852 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IVY ASSET STRATEGY FUND | AT COST | $9,537 | $8,059 |
| COLUMBIA REAL ESTATE EQUITY FD | AT COST | $12,573 | $12,245 |
| CREDIT SUISSE COMMODITY STRATE | AT COST | $9,563 | $6,231 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA CUSTODIAN & MA | CategoryTxt |
| Amt | $2,778 | Amt |
| Net Investment Income | $2,778 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $122 | Amt |
| Net Investment Income | $122 | NetInvestmentIncomeAmt |